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Job DescriptionDescription: Who We Are United Ag & Turf NE is a John Deere Dealership with multiple locations across the Northeast. We service customers in a variety of industries such as commercial, construction, agricultural, as well as consumers. United Ag & Turf strives for exceptional customer service throughout all our locations and departments including parts, sales, and service. United sees an incredible opportunity in the Northeast to continue to expand the John Deere brand. We will continue to invest heavily in the region, building new facilities, updating and upgrading operations and empowering the business to continue to bring on talented, hardworking people to the team. United Ag & Turf is a sister company to United Construction & Forestry, so the opportunities for our employees to leverage career growth and advancement are endless. We invite you to join us now, as this is just the beginning. What You’ll Get • Bonus Program, • Training through John Deere University, • A comprehensive employee benefits plan that includes medical, dental, vision, and 401K Match, • Referral Bonus, • Earned PTO, • Employee Assistance Program, • Paid Company holidays, • Company Paid Life Insurance, • Great Work/Life Balance, • Opportunities for advancement, • A chance to work for the best in the business Job Type: Full-time Schedule: Monday – Friday 1st shift – Saturdays as needed United Ag & Turf NE is looking for a Service Manager who will be responsible for managing the operations of the Service Department at the branch to provide the highest level of external and internal customer satisfaction. You will work closely with other leaders and employees in the store to ensure building operations remain safe, secure, and well-maintained. What You’ll Do • Manage service repairs and assign jobs and work areas to employees in the Service Department according to their skills and knowledge, • Ensures timely completion & invoicing of all service repair orders to maximize department profits and customer satisfaction, • Resolves elevated customer issues as needed with a high level of customer service; escalating if needed, • Participate in regular team meetings between department managers to identify and implement ways to foster teamwork between departments at their branch location, • Assist in the development and execution of effective Service Department policies and processes, • Create annual branch Service Department forecast & goals, in alignment with financial & operational objectives, • Execute the Service Department’s strategic & marketing plans and regularly review progress to ensure achievement of goals, • Effectively communicates with the Corporate Service Manager, branch Parts Manager and branch personnel, • Responsible for hiring, training and development of service personnel, • Complete performance reviews of service personnel and deliver appropriate corrective action and discipline as needed, • Ensure all department tools, equipment and vehicles are in good working order, • Identifies and develops new customer and business opportunities to achieve department growth, • Ensure a professional appearance of the facility, assets, personnel and surrounding property promoting a positive reputation in the community; identifies opportunities for improvements and makes requests to leadership as neededRequirements: What it Takes • Excellent customer service skills and follow through ability, • Familiar with the equipment industry, John Deere and competitive products preferred, • General understanding of mechanical/technical terms, and knowledge of methods, materials, tools, and techniques used in the repair of customer and dealer owned equipment, • Ability to manage personnel and adhere to company policies and procedures, • Ability to use standard desktop load applications, email, internet functions and Service Advisor, • Ability to work varying shifts, weekends, and holidays or as needed for an on-call rotating basis, • Ability to write and speak effectively to individuals and groups, • High level of attention to detail and accuracy of information, • Solid understanding of financial principles relative to Service Department operations and company business systems, • Ability to create, analyze and interpret internal reports and provide feedback with areas of improvement, • Exhibits necessary skills to effectively manage a fast-paced environment, • Exhibits strong desire to expand personal development, • Ability to work within and promote a strong team environment across all departments, • Exhibits a willingness to accept additional assignments, • Achieves and maintains forklift certification, • Ability to travel for customer service and training as needed, • Clean driver’s record and valid driver’s license Preferred • 2 years of equipment industry or service experience Education • High school diploma, or GED Physical Requirements The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Maneuver on/under heavy equipment and around construction/agricultural sites with loose-footing and irregular terrain., • Operate a motor vehicle both day and night., • While performing the duties of the job, the employee is required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone, • Specific vision abilities required by this job include close vision requirements, • Hearing ability is sufficient to communicate with others in person or over the phone, • Light to moderate lifting may be required (up to 50 pounds), • Ability to reach, stoop, kneel, and bend as needed

Job DescriptionDescription: Who We Are United Construction & Forestry is a John Deere Dealership with multiple locations across the Northeast. We service customers in a variety of industries such as commercial, construction, agricultural, as well as consumers. United Ag & Turf strives for exceptional customer service throughout all our locations and departments including parts, sales, and service. United sees an incredible opportunity in the Northeast to continue to expand the John Deere brand. We will continue to invest heavily in the region, building new facilities, updating and upgrading operations and empowering the business to continue to bring on talented, hardworking people to the team. United Construction & Forestry is a sister company to United Ag & Turf, so the opportunities for our employees to leverage career growth and advancement are endless. We invite you to join us now, as this is just the beginning. What You’ll Get • Bonus Program, • Training through John Deere University, • A comprehensive employee benefits plan that includes medical, dental, vision, and 401K Match, • Referral Bonus, • Earned PTO, • Employee Assistance Program, • Paid Company holidays, • Company Paid Life Insurance, • Great Work/Life Balance, • Opportunities for advancement Job Type: Full-time Schedule: Monday – Friday 1st shift – Saturdays as needed United Construction & Forestry is looking for a Service Manager who will be responsible for maintaining a schedule of shop work, assigning personnel to specific work orders, giving work direction to Service Technicians in the repair of equipment, maintaining a schedule of field service work to be done while scheduling personnel for such, and maintaining a list of trucking to be done on pick-up and delivery of equipment. What You’ll Do • Supervise all Service Department personnel, • Supervise the opening and closing of work orders for control of each shop job, • Maintain and monitor detailed records of time and performance of Service employees, • Monitor and schedules pick-up and delivery of equipment, • Frequently interacts with the customer to explain quotes and any changes within the quote prior to services being performed to ensure customer satisfaction, • Up-sells any service that is necessary to keep the product operating more efficiently and safely, • Stays current on product improvement programs from Deere, • Order and maintain needed shop supplies, • Monitor customer satisfaction through phone calls and on-site visits, • Coordinates with Deere on programs, warranties and technical machine problems, • Interview and select qualified personnel, • Reports on the status of shop goal and objective achievement to either the RPSM or GM, • Assists in planning and developing service marketing programs, • Act as site safety coordinator in conjunction with Corporate Safety Manager, • Monitor training needs and provides for the delivery of such training as requiredRequirements: What it Takes • Excellent customer service skills and follow through ability, • Familiar with the equipment industry, John Deere and competitive products preferred, • General understanding of mechanical/technical terms, and knowledge of methods, materials, tools, and techniques used in the repair of customer and dealer owned equipment, • Ability to use standard desktop load applications, email, internet functions and Service Advisor, • Ability to work varying shifts, weekends, and holidays or as needed for an on-call rotating basis, • Solid understanding of financial principles relative to Service Department operations and company business systems, • Ability to create, analyze and interpret internal reports and provide feedback with areas of improvement, • Exhibits necessary skills to effectively manage a fast-paced environment, • Achieves and maintains forklift certification, • Ability to travel for customer service and training as needed, • Clean driver’s record and valid driver’s license Preferred • Two-year certificate from college or technical school and five years of related experience desired. Education Bachelor’s degree is preferred, Heavy equipment service experience may be substituted or combined with education. Physical Requirements The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Maneuver on/under heavy equipment and around construction/agricultural sites with loose-footing and irregular terrain., • Operate a motor vehicle both day and night., • While performing the duties of the job, the employee is required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone, • Specific vision abilities required by this job include close vision requirements, • Hearing ability is sufficient to communicate with others in person or over the phone, • Light to moderate lifting may be required (up to 50 pounds), • Ability to reach, stoop, kneel, and bend as needed

Build your best future with the Johnson Controls team \n \n As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away! \n \n What we offer \n\n • \n Competitive salary \n • \n Paid vacation/holidays/sick time - 15 days of vacation first year \n • \n Comprehensive benefits package including 401K, medical, dental, and vision care - Available day one \n • \n Extensive product and on the job/cross training opportunities with outstanding resources \n • \n Encouraging and collaborative team environment \n • \n Dedication to safety through our Zero Harm policy \n • \n Check us out: A Day in a Life at Johnson Controls | Sales Roles \n\n \n\n What You’ll Do \n As a Commercial Security Sales Executive, you’ll be at the forefront of driving growth for one of the most recognized names in electronic security. You’ll own your territory, build strategic relationships, and deliver innovative, end-to-end security solutions that protect what matters most to our customers. \n In this role, you are more than a sales professional—you’re a trusted advisor and brand ambassador, bringing the Johnson Controls Security story to life and reinforcing our position as a market leader. \n \n Key responsibilities include: \n \n • \n Drive new business development by identifying, engaging, and closing commercial opportunities within your territory \n • \n Expand existing accounts through upselling, cross-selling, and system upgrades \n • \n Convert legacy and competitor systems into Johnson Controls Security solutions \n • \n Renew and strengthen customer agreements to ensure long-term retention and satisfaction \n • \n Build and maintain a strong pipeline using creative prospecting and referral strategies \n • \n Develop and execute strategic call plans and territory management practices \n • \n Partner with customers post-installation to ensure expectations are met and relationships are strengthened \n • \n Maintain expert-level knowledge of our security technologies, services, and industry trends \n \n \n \n How You’ll Make an Impact\n \n • \n Position Johnson Controls as the partner of choice for commercial security solutions \n • \n Deliver measurable results through consistent quota attainment and revenue growth \n • \n Establish yourself as a solutions expert and trusted consultant to clients and stakeholders \n • \n Enhance customer satisfaction through proactive engagement and follow-through \n \n \n \n What We’re Looking For\n Required: \n \n • \n High school diploma or equivalent \n • \n Proven ability to communicate effectively and influence decision-makers, including senior executives \n • \n Strong time management skills with the ability to operate independently \n • \n Willingness to travel locally within your assigned territory \n \n Preferred: \n \n • \n Bachelor’s degree \n • \n 2+ years of successful B2B sales experience in security, IT, or technology solutions \n • \n Demonstrated track record of meeting or exceeding sales targets \n \n \n \n Why Join Johnson Controls Security?\n \n • \n Represent an industry leader with a trusted global brand \n • \n Sell cutting-edge security and technology solutions \n • \n Enjoy a role that combines autonomy, impact, and earning potential \n • \n Be part of a team that values innovation, customer success, and professional growth \n \n \n HIRING SALARY RANGE: $46,400 - $58,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account volume and margin on a project, quarterly, and annual basis. This position includes a competitive benefits package. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers. For details, please visit the About Us tab on the Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us \n \n #saleshiring \n \n \n \n

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. * Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours and Work Schedule Hours per Week: 40 * Work Schedule: M-F Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Description \n Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. \n The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals. \n The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. \n Primary responsibilities include \n\n • Focus on clients: Aspire to deliver world-class customer service\n, • Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience\n, • Build book of business: Proactively seek ways to develop and expand client relationships\n, • Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals\n, • Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills\n\n Qualifications, Education, Certifications and/or Other Professional Credentials \n\n • Active Series 7, 66 (65 and 63), and life insurance licenses\n, • Established track record of top-ranked sales performance\n, • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales\n, • Able to adapt quickly to changing requirements or environments\n\n Pay Transparency \n The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. \n We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. \n Hours and Work Schedule \n\n • Hours per Week: 40\n, • Work Schedule: M-F \n\n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity \n Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. \n Why Work for Us\n At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth\n \n \n \n \n \n Background Check \n Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures,

A leading financial institution is seeking a Financial Advisor for their Advisor Development Program. The role offers competitive compensation and comprehensive training, fostering career growth within a supportive team environment.

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts., • Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)., • Developing strong partnerships with branch teammates and line of business partners through in-person meetings focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • High School Diploma, GED, or equivalent experience (required) or, • Bachelor's Degree (preferred) Work Experience • Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required), • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required), • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred), • Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required), • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required), • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications • FINRA License S6 Upon Hire (required), • FINRA License S63 Upon Hire (required), • FINRA Security Industry Essentials (SIE) Upon Hire (required), • Life and Health Insurance Licenses Upon Hire (required) Skills • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals., • Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships., • Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice., • Actively identifying and developing new client relationships through prospecting and networking., • Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs., • Staying updated with market trends and analyzing market conditions to provide informed financial advice. Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category • Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Candidates may be considered for any role in the Financial Advisor Job Family. OCC, SEC, Sta

Hudson Valley Credit Union is seeking a Relationship Advisor to deliver exceptional member service and accurate transaction processing while applying a consultative needs-based sales approach.

Sanlam in South Africa invites an ambitious financial adviser to deliver professional advice and planning tailored to client needs.

What Sets Charter Oak Apart Independence without isolation – Run your practice your way, backed by a strong support system Built for growth – Access to advanced resources across marketing, operations, training, and strategy Flexible path forward – Lead a team, join an established group, or

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Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work